Kickstand Ventures’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Kickstand Ventures’s Portfolio USMV Stock Details USMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$249K	Sell	2,687 -10	-0.4%	-$950	0.05%	118
2025 Q4	$254K	Sell	2,697 -22	-0.8%	-$2.07K	0.05%	104
2025 Q3	$259K	Buy	2,719 +24	+0.9%	+$2.25K	0.06%	100
2025 Q2	$253K	Sell	2,695 -85,190	-97%	-$7.84M	0.06%	93
2025 Q1	$8.23M	Buy	87,885 +83,617	+1,959%	+$7.69M	2.12%	15
2024 Q4	$379K	Sell	4,268 -332	-7%	-$30.5K	0.1%	67
2024 Q3	$420K	Sell	4,600 -164	-3%	-$14.5K	0.11%	61
2024 Q2	$400K	Sell	4,764 -1,982	-29%	-$163K	0.11%	62
2024 Q1	$564K	Sell	6,746 -6,832	-50%	-$551K	0.16%	58
2023 Q4	$1.06M	Sell	13,578 -5,186	-28%	-$387K	0.3%	48
2023 Q3	$1.36M	Buy	+18,764	New	+$1.4M	0.42%	49

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kickstand Ventures's USMV Position: Q1 2026 in Review

Kickstand Ventures reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.37% in Q1 2026, selling an estimated $950 and leaving 2,687 shares worth $249K. The position accounts for 0.05% of the portfolio, ranked #118.

Kickstand Ventures first reported a position in USMV in Q3 2023 and has held it in 11 quarters since. The position peaked at $8.23M in Q1 2025. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Kickstand Ventures held 2,687 shares of iShares MSCI USA Min Vol Factor ETF worth $249K as of Q1 2026.
Kickstand Ventures sold 10 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $950.
iShares MSCI USA Min Vol Factor ETF made up 0.05% of Kickstand Ventures's portfolio in Q1 2026, its #118 holding.
Kickstand Ventures first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2023 and has held it in 11 quarters since.
Kickstand Ventures's iShares MSCI USA Min Vol Factor ETF position peaked at $8.23M in Q1 2025.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Kickstand Ventures's 13F filing for Q1 2026, filed 5 May 2026.